Bert E. Sharp, D.P.M., P.A.
Plan context: Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust
EIN 75-2573608 • Longview, TX • 28 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$1,737,470
2023 Contributions
$40,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 4 | $1,737,470 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,737,470 | - | - |
| 2022 | 1 | 4 | $1,466,104 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,466,104 | - | - |
| 2021 | 1 | 4 | $1,677,218 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,677,218 | - | - |
| 2020 | 1 | 4 | $1,355,418 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,355,418 | - | - |
| 2019 | 1 | 4 | $1,373,312 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,373,312 | - | - |
| 2018 | 1 | 4 | $1,112,657 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,112,657 | - | - |
| 2017 | 1 | 4 | $1,267,722 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,267,722 | - | - |
| 2016 | 1 | 4 | $1,055,826 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $1,055,826 | - | - |
| 2015 | 1 | 4 | $997,642 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $997,642 | - | - |
| 2014 | 1 | 8 | $1,000,138 | $40,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 8 | $1,000,138 | $40,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2013 | 1 | 8 | $932,509 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 8 | $932,509 | - | - |
| 2012 | 1 | 9 | $838,441 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 9 | $838,441 | - | - |
| 2011 | 1 | 4 | $753,776 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $753,776 | - | - |
| 2010 | 1 | 4 | $766,858 | $37,274 | $9,319iApproximate average salary by contribution assumption: employee only about $232,963 at 4% or $155,308 at 6%; with 50% employer match about $155,308 at 4% or $103,539 at 6%; with 100% employer match about $116,481 at 4% or $77,654 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $766,858 | $37,274 | $9,319iApproximate average salary by contribution assumption: employee only about $232,963 at 4% or $155,308 at 6%; with 50% employer match about $155,308 at 4% or $103,539 at 6%; with 100% employer match about $116,481 at 4% or $77,654 at 6%. |
| 2009 | 1 | 5 | $647,812 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 5 | $647,812 | - | - |
| 2008 | 1 | 4 | $544,779 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $544,779 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2006 | 1 | 6 | $732,890 | $80,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 6 | $732,890 | $80,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2005 | 1 | 7 | $598,028 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 7 | $598,028 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2004 | 1 | 4 | $505,966 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | $505,966 | - | - |
| 2003 | 1 | 3 | $455,329 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 3 | $455,329 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| Bert E. Sharp, D.P.M., P.A. Money Purchase Pension Plan and Trust | - | 4 | - | - | - |
| 1999 | 2 | 2 | $369,584 | $27,742 | $13,871iApproximate average salary by contribution assumption: employee only about $346,775 at 4% or $231,183 at 6%; with 50% employer match about $231,183 at 4% or $154,122 at 6%; with 100% employer match about $173,388 at 4% or $115,592 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Profit Sharing Plan and Trust | - | 2 | $307,788 | $19,369 | $9,685iApproximate average salary by contribution assumption: employee only about $242,113 at 4% or $161,408 at 6%; with 50% employer match about $161,408 at 4% or $107,606 at 6%; with 100% employer match about $121,056 at 4% or $80,704 at 6%. |
| Bert E. Sharp, D.P.M., P.A. Money Purchase Pension Plan and Trust | - | 2 | $61,796 | $8,373 | $4,187iApproximate average salary by contribution assumption: employee only about $104,663 at 4% or $69,775 at 6%; with 50% employer match about $69,775 at 4% or $46,517 at 6%; with 100% employer match about $52,331 at 4% or $34,888 at 6%. |